Insights

Market Focus Apex Legacy Consultants operates within the niche of estate planning and charitable giving, serving both individuals and nonprofit organizations, which presents opportunities for targeted service enhancements in donor management and legacy solutions.

Growth Potential With an estimated revenue between 10 million and 25 million dollars and a small team of 2-10 employees, Apex is positioned as a growing firm that may be receptive to scalable technology solutions and strategic partnerships to expand its impact.

Technology Integration The company's use of digital tools such as Google Analytics, Facebook Pixel, and YouTube indicates an active digital marketing presence, suggesting avenues for advanced marketing automation and analytics tools to boost outreach.

Industry Relations Apex’s mission to bring together estate, financial, and nonprofit professionals highlights an opportunity to offer collaborative platforms or networking solutions that could enhance its ecosystem and value proposition.

Competitive Landscape Competing with firms like Advancement Resources and PlannedGiving.Com, Apex can benefit from tailored technology solutions and consultancy services that strengthen its competitive edge in legacy and charitable planning services.

Apex Legacy Consultants Tech Stack

Apex Legacy Consultants uses 8 technology products and services including Facebook Pixel, Fastly, Font Awesome, and more. Explore Apex Legacy Consultants's tech stack below.

Facebook Pixel

Analytics

Fastly

Content Delivery Network

Font Awesome

Font Scripts

Yoast SEO

Search Engines

YouTube

Video Players

X-Content-Type-Options

Web & Portal Technology

Google Analytics

Web Analytics

MonsterInsights

Web Platform Extensions

Apex Legacy Consultants Email Formats	Example	Percentage
FLast@giftplanningservices.com	JDoe@giftplanningservices.com	100%
FLast@apexlegacyconsultants.com	JDoe@apexlegacyconsultants.com	100%

Apex Legacy Consultants Email Formats

Example

Percentage

FLast@giftplanningservices.com

JDoe@giftplanningservices.com

100%

FLast@apexlegacyconsultants.com

JDoe@apexlegacyconsultants.com

100%

Frequently Asked Questions

What is Apex Legacy Consultants's phone number?

You can contact Apex Legacy Consultants's main corporate office by phone at

+1-715-838-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Apex Legacy Consultants's official website and social media links?

Apex Legacy Consultants's official website is apexlegacyconsultants.com and has social profiles on LinkedIn.

What is Apex Legacy Consultants's NAICS code?

Apex Legacy Consultants's NAICS code is 52 - Finance and Insurance.

How many employees does Apex Legacy Consultants have currently?

As of December 2025, Apex Legacy Consultants has approximately 8 employees across 1 continents, including North America. Key team members include Founder | Ceo: C. C.Legacy Planning Consultant: T. F.Administrative Assistant: C. S.. Explore Apex Legacy Consultants's employee directory with LeadIQ.

What industry does Apex Legacy Consultants belong to?

Apex Legacy Consultants operates in the Financial Services industry.

What technology does Apex Legacy Consultants use?

Apex Legacy Consultants's tech stack includes Facebook PixelFastlyFont AwesomeYoast SEOYouTubeX-Content-Type-OptionsGoogle AnalyticsMonsterInsights.

What is Apex Legacy Consultants's email format?

Apex Legacy Consultants's email format typically follows the pattern of FLast@giftplanningservices.com. Find more Apex Legacy Consultants email formats with LeadIQ.

When was Apex Legacy Consultants founded?

Apex Legacy Consultants was founded in 2000.

Apex Legacy Consultants

Q: How many employees does Apex Legacy Consultants have currently?

Apex Legacy Consultants has approximately 8 employees.

Q: What technology does Apex Legacy Consultants use?

Apex Legacy Consultants's tech stack includes AddToAny, X-Content-Type-Options, MySQL, RSS, jQuery.

Financial ServicesMinnesota, United States2-10 Employees

Our mission at Apex is to help people maximize their legacy potential.

We help individuals and families leave a legacy that represents their values AND maximizes gifts to both charities and loved ones.

We help charitable organizations increase their impact beyond their wildest dreams through the generosity of their donors.

We bring together like-minded estate, financial, and nonprofit professionals to create synergy, share resources, and help donors make an incredible difference in the world.

Insights

Similar companies to Apex Legacy Consultants

Advancement Resources

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PlannedGiving.Com

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